2024-11-14T12:29:33-06:00 2023-12-31 061533315 CIRONEFRIEDBERG LLP 6 RESEARCH DRIVE 450 SHELTON CT 06484 990PF 2023-01-01 066035305 LOUIS J KURIANSKY FOUNDATION INC C/O EDWARD BACKER LOUI 2033665876 43 HARBOR DRIVE-UNIT 500 STAMFORD CT 06902 EDWARD BACKER PRESIDENT 2033665876 2024-11-08 1 DAVID C MOSEMAN CPA P00538224 2033665876 2024-11-07 2023 2024-10-15 13:58:12Z X 2020612 X X 3 3 52752 50039 -75524 1525139 0 101347 101347 78578 151389 0 0 0 2622 122 0 1050 0 50 3672 122 50 142700 142700 146372 122 142750 -67794 151267 13160 55583 55583 140000 96349 98494 725183 361284 377882 61311 246520 248690 612159 729232 1239963 1551813 1488968 2020612 982700 987649 982700 987649 X 0 0 0 0 569113 501319 569113 501319 1551813 1488968 569113 -67794 0 501319 0 501319 MORGAN STANLEY #23500 P 747277 767969 -20692 -20692 MORGAN STANLEY #23500 P 245965 242000 3965 3965 MORGAN STANLEY #23500 P 215170 249383 -34213 -34213 MORGAN STANLEY #23500 P 316496 341311 -24815 -24815 CAPITAL GAINS DIVIDENDS P 231 231 231 -75524 2103 0 2103 0 2103 1022 0 3500 0 4522 X 48 2371 2371 0 0 0 0 0 0 0 0 0 0 0 1 1 CT 1 0 0 0 0 1 N/A EDWARD BACKER 2033550673 43 HARBOR DRIVE UNIT 500 STAMFORD CT 06902 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 EDWARD BACKER 43 HARBOR DRIVE UNIT 500 STAMFORD CT 06902 PRESIDENT 0.00 0 0 0 JOYCE B SHAPIRO 1 STRAWBERRY HILL COURT UNIT 4C STAMFORD CT 06902 SECRETARY & TREASURER 0.00 0 0 0 JOAN KURIANSKY 1870 WYOMING AVENUE NW APT 702 WASHINGTON DC 20009 VICE-PRESIDENT 0.00 0 0 0 SARY BACKER 43 HARBOR DRIVE UNIT 500 STAMFORD CT 06902 DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 0 1937253 49347 0 1986600 0 0 1986600 29799 1956801 97840 97840 2103 2103 95737 0 95737 0 95737 142750 0 142750 95737 0 0 44655 14490 32356 59726 42971 194198 142750 0 0 0 95737 47013 0 0 241211 0 0 0 0 0 0 44655 196556 14490 32356 59726 42971 47013 X AMERICAN FRIENDS OF NSWAS 229 NORTH CENTRAL AVENUE 401 GLENDALE CA 91203 NONE 501(C)(3) ART EXHIBITIONS AND PROGRAMS 2750 AMERICAN FRIENDS OF THE PARENTS CIRCLE 2248 BROADWAY 1531 NEW YORK NY 10024 NONE 501(C)(3) YOUTH PEACE CAMP OR GENERAL SUPPORT 2000 AMERICAN JEWISH WORLD SERVICE PO BOX 568 ETNA NH 03750 NONE 501(C)(3) GENERAL SUPPORT 400 BACK TO SCHOOL SHOP 1127 HIGH RIDGE ROAD 232 STAMFORD CT 06905 NONE 501(C)(3) SCHOOL SUPPLIES AND RELATED ITEMS 2000 BEND THE ARC 330 SEVENTH AVENUE STE 1900 NEW YORK NY 10001 NONE 501(C)(3) DOMESTIC CIVIL RIGHTS ISSUES 7400 CENTER FOR GLOBAL STUDIESNORWALK PUBLIC SCHOOLS 300 HIGHLAND AVENUE NORWALK CT 06854 NONE 501(C)(3) JAPAN BOWL TRIP 750 CONGREGATION AGUDATH SHOLOM 301 STRAWBERRY HILL AVENUE STAMFORD CT 06902 NONE 501(C)(3) SYNAGOGUE SUPPORT 2500 FRIENDS OF THE IDF 60 EAST 42ND STREET NEW YORK NY 10165 NONE 501(C)(3) EDUCATIONAL SCHOLARSHIPS FOR VETERANS 16000 JEWISH SENIOR SERVICES 4200 PARK AVENUE BRIDGEPORT CT 06604 NONE 501(C)(3) ELDERLY RESIDENCE SUPPORT 22500 JEWS UNITED FOR JUSTICE PO BOX 41485 WASHINGTON DC 20018 NONE 501(C)(3) CIVIL AND HUMAN RIGHTS SUPPORT 1800 LILLITH MAGAZINE 119 WEST 57TH STREET 120 NEW YORK NY 10019 NONE 501(C)(3) WOMEN'S PROGRAMS 500 LOFT ARTISTS ASSOCIATION PO BOX 113313 STAMFORD CT 06911 NONE 501(C)(3) ARTISTIC AND CULTURAL SUPPORT 1000 MS FOUNDATION 12 METROTECH CENTER 26TH FLOOR BROOKLYN NY 11201 NONE 501(C)(3) GENERAL SUPPORT 2000 NATIONAL MUSEUM OF WOMEN IN THE ARTS 1250 NEW YORK AVENUE NW WASHINGTON DC 20005 NONE 501(C)(3) MUSEUM COLLECTION SUPPORT 3000 NATIONAL WOMENS LAW CENTER PO BOX 200871 PITTSBURGH PA 15251 NONE 501(C)(3) GENERAL SUPPORT 1000 NEW ISRAEL FUND 6 EAST 39TH STREET SUITE 301 NEW YORK NY 10016 NONE 501(C)(3) CIVIL AND HUMAN RIGHTS SUPPORT 23000 OR HALEV FOUNDATION 340 S LEMON AVENUE 8404 WALNUT CA 91789 NONE 501(C)(3) GENERAL SUPPORT 3600 PEF ISRAEL ENDOWMENT FUND 630 3RD AVENUE SUITE 1501 NEW YORK NY 10017 NONE 501(C)(3) EDUCATIONAL ECOLOGICAL ACTIVITIES 7000 PROJECT KESHER 2660 BROADWAY 116 NEW YORK NY 10025 NONE 501(C)(3) US AND ISRAEL WOMEN'S NEEDS 6500 REGROW ISRAEL 68 DERECH HAMACABIM RISHON LETZION IS 7505101 NONE 501(C)(3) EMOTIONAL AID FOR EVACUATED CHILDREN 17500 SPECIAL EDUCATION LEGAL FUND PO BOX 7855 GREENWICH CT 06836 NONE 501(C)(3) NEEDY FAMILIES LEGAL SUPPORT 1500 STAMFORD ART ASSOCIATION 39 FRANKLIN STREET STAMFORD CT 06901 NONE 501(C)(3) ARTISTIC AND CULTURAL SUPPORT 1000 STAMFORD HIGH SCHOOL SCHOLARSHIP 55 STRAWBERRY HILL AVENUE STAMFORD CT 06902 NONE 501(C)(3) SCHOLARSHIP AND PROGRAM SUPPORT 2000 STAMFORD HIGH SCHOOL 55 STRAWBERRY HILL AVENUE STAMFORD CT 06902 NONE 501(C)(3) SCHOLARSHIP AND PROGRAM SUPPORT 5000 THE ADAM INSTITUTE FOR DEMOCRACY AND PEACE 630 THIRD AVENUE 15 FLOOR NEW YORK NY 10017 NONE 501(C)(3) EDUCATION FOR DEMOCRACY, CIVIL JUSTICE AND CONFLICT RESOLUTION. 5000 UJF OF GREATER STAMFORD 1035 NEWFIELD AVENUE - SUITE 200 STAMFORD CT 06905 NONE 501(C)(3) ANNUAL CAMPAIGN AND PROGRAMS 5000 142700 0 14 3 14 52752 14 101347 18 -75524 0 78578 0 78578 0 0 0 0 0 0 0 0 0 0 50000 GS MARKET LINKED NOTE SPX 50520 51550 33000 UBS 10.1% CONTINGENT AUTOCALL BAG 33000 32885 33000 UBS 9.25% CONTINGENT AUTOCALL AAPL 33000 32182 50000 BCS 16.75% CONTINGENT AUTOCALL NVDA 50000 51775 40000 JPM 11.6% CONTINGENT AUTOCALL UBER 40000 40000 40000 MS 10.45% CONTINGENT AUTOCALL LOW 40000 40298 500 SHS AMAZON INC 68306 75970 500 SHS ALPHABET INC CL A 62653 69845 GS 16% CONTINGENT AUTOCALL TSLA 35000 32795 2000 SHS STARWOOD PROPERTY TRUST INC 41861 42040 UBS 10.6% CONTINGENT AUTOCALL AXP 35000 34965 135 SHS ABBVIE INC COM 20712 20921 400 SHS CVS HEALTH CORP COM 28440 31584 40 SHS NVIDIA CORPORATION 17586 19809 300 SHS OCCIDENTAL PETROLEUM CORP DE 19205 17913 1000 SHS SUNCOR ENERGY INC 32521 32040 96349 98494 0 0 ST. LOUIS GEORGETOWN ASSOC. LLC AT COST 54819 297600 6000 SHS INVESCO PREFERRED ETF AT COST 78830 68820 3100 SHS NUVEEN MUNICIPAL CREDIT INC FD AT COST 38821 36642 2000 SHS NUVEEN QUALITY MUNI INC FUND AT COST 29163 22900 200 SHS VANGUARD CONSM STPLES ET ETF AT COST 40341 38192 1500 SHS DOUBLELINE INCOME SOLUTIONS FD AT COST 17706 18360 1350 SHS FIDELITY TOTAL BOND ETF AT COST 61585 62154 785 SHS JPM NASDAQ EQUITY PREMIUM AT COST 38444 39195 890 SHS JPMORGAN EQUITY PREMIUM INCO AT COST 49836 48932 183 SHS VANGUARD DIVIDEND APPRECIATION AT COST 29361 31183 263 SHS VANGUARD ENERGY ETF AT COST 30430 30845 190 SHS VANGUARD HEALTH CARE ETF AT COST 45902 47633 137 SHS VANGUARD MID CAP VALUE ETF AT COST 20241 19866 75 SHS VANGUARD MIDCAP GROWTH ETF AT COST 15110 16468 71 SHS VANGUARD SM CAP GROWTH ETF AT COST 16022 17166 115 SHS VANGUARD SM CAP VALUE ETF AT COST 20495 20697 485 SHS VANGUARD TOTAL INTL BOND ETF AT COST 23928 23942 4698.497 LORD ABBETT BOND DEB A AT COST 33201 33265 7247.053 LORD ABBETT BOND DEB C AT COST 51898 51454 3537.799 LORD ABBETT CORE FIXED INC A AT COST 33099 33149 FAIRFAX MERRIFIELD ASSOCIATES AT COST 0 281500 OFFICE EXPENSE 50 0 50 ADMINISTRATIVE FEE 1000 0 0 FAIRFAX MERRIFIED ASSOC. L.P. TRUST 45870 45870 45870 ST. LOUIS GEORGETOWN ASSOC. L.P. TRUST 32385 32385 32385 MORGAN STANLEY #23500 - OTHER INCOME 19740 19740 19740 MORGAN STANLEY #23500 - OTHER INCOME 3352 3352 3352 FAIRFAX MERRIFIELD ASSOC. II LLC - CAPITAL ACCOUNT (TAX BASIS) 982700 987649 FEDERAL EXCISE TAX 2500 0 0 FOREIGN TAX WITHHELD 122 122 0